CUNA

This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.

Here we conclude the fourth and final segment of the Top 100 Bank Advisors. You can see all the other rankings (1-75) in our corresponding slideshows.

Here we present the third segment of the Top 100 Bank Advisors. You can see the top 50, as well as those who ranked 76-100, in our corresponding slideshows.

Here is the second segment of the Top 100 Bank Advisors. The top 25, as well as those who ranked 51-100, are included in the corresponding slideshows.

A well-rounded approach wins the day with the annual bank advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.

What are the top strategies and priorities of the best of the best in the bank wealth management channel?

The advisor was accused in a lawsuit in January of swindling a Georgia couple out of $330,000 in retirement savings.

The broker-dealer refuted allegations that it used false advertising to mislead customers into thinking that the investment services it provided through a Utah-based credit union were part of the credit union.

The advisor convinced the couple to transfer their retirement savings, but they claim the money never made it to their accounts. Their attorneys say there are other victims.

The products are designed to provide some upside potential yet limit investment risk, which has helped boost their popularity.